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Portfolio management
Our globally integrated investment boutique model brings together nearly 50 independent investment teams across all asset classes, under a single management framework.
Hong Kong (香港), Individual
Change
DECADES OF UNIQUE PERSPECTIVES
Our differences, by design
In the pursuit of investment excellence, we’ve chosen to do things a little differently – from how we structure our ownership model and investment platform to the way we generate ideas.
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Independent
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Collaborative
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Integrated
Independent
Independent thinking at scale
From our global network of investment boutiques to our private ownership model, we are independent by design. This enables our investors to remain focused on our clients’ long-term success.
Collaborative
Discovering by debating
By debating new ideas and sharing research across asset classes, regions, and investment disciplines, our investors can uncover hidden insights, risks, and opportunities.
Today’s rapidly evolving markets are more uncertain and interconnected than ever before. In this environment, true collaboration is a rare, repeatable competitive edge.
Integrated
Expertise across multiple aspects
We’ve built an integrated investment ecosystem combining nearly 50 independent investment teams and 950+ investment professionals under a single management framework.
By combining expertise across investing, trading, data science and more, our clients get the benefits of independent thinking without the downsides of a siloed culture.
OUR INVESTMENT ECOSYSTEM
We combine independent insights across asset classes, skill sets, and investment disciplines because we believe collaboration is a rare, repeatable competitive edge
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Sustainable investing
We integrate sustainable research and engagement practices across our sustainable investment platform. This includes impact, climate, ESG forefront, and sustainable thematic investing.
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Investment strategy
Our Investment Strategy Group (iStrat) draws on our entire investment platform to conduct research, evaluate portfolios, and implement custom client solutions.
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Investment science
Working alongside our Investment Science Group (iSci), our investment teams leverage data science innovations to improve efficiency, find new investment ideas, and manage risk.
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Risk management
Our investors manage risk by harnessing data-science-powered investment risk tools, a robust risk-management framework, and risk specialists across asset classes.
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Investment research
Our independent, research-driven teams draw on insights from 900+ investment professionals worldwide, including our global industry, credit, ESG, and macro teams.
FACTS AND FIGURES
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USD 1 T+
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Client assets managed
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900+
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Investment professionals
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2,500+
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Clients
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60+
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Client locations by country/region
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All figures are for the Wellington Management Group of companies as at 30 June 2023
WELLINGTON IN ASIA
Since opening our first office in Singapore over 25 years ago, we have expanded our network across Asia and are now based in Shanghai, Hong Kong, Singapore, Tokyo and Sydney.
Our Capabilities
Our offering is designed to help meet clients’ differing goals, and our investment approaches span across global markets and multiple asset classes. Each solution is underpinned by extensive proprietary research and a collaborative culture of idea sharing and stress testing at global scale.
Equity
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USD 550 B+
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assets managed firmwide
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Diversified strategies that span different geographies, sectors, investment styles and market capitalisation.
Fixed income
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USD 450 B+
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assets managed firmwide
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Broad range of strategies that invest across the full spectrum, leveraging expertise from macro, credit and currency specialists.
Multi-asset
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USD 175 B+
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assets managed firmwide
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Our specialists within the multi-asset team focus on creating balanced solutions to address income needs.
All figures are for the Wellington Management Group of companies as at 30 June 2023
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URL References
Related Insights
A 90-year history of innovation
Since 1928, we’ve been serving a wide range of institutions and individuals around the world. Our clients in Asia include pension funds, sovereign wealth funds, endowments and foundations, insurance companies, fund sponsors, family offices, individuals and their advisers.
1928
Founding
We trace our roots back to when Walter Morgan, a Philadelphia-based accountant, established the first balanced mutual fund in the US.
1960s
Global orientation
W. Nicholas Thorndike, Robert Doran, Stephen Paine and George Lewis turn Wellington into a globally focused firm, taking on investments and clients outside the US.
1979
Return to partnership
Twenty-nine original partners buy back the firm after a brief period of public ownership. They believe the partnership model to be in the best interests of clients and the business.
1983
London office opens
We open our London office and begin expanding globally at an energetic pace.
1996-1997
Expansion in Asia-Pacific
To serve our fund investors and other clients in the Asia-Pacific region, we open our Singapore, Tokyo and Sydney offices.
2009-today
A truly global platform
We open offices in Hong Kong, Shanghai, Frankfurt, Luxembourg, Zurich and Milan. Today, we are a global organisation with a track record in nearly all sectors of the securities markets.
DISCLOSURE
This material and its contents may not be reproduced or distributed, in whole or in part, without the express written consent of Wellington Management. This document is intended for information purposes only. It is not an offer or a solicitation by anyone, to subscribe for shares in Wellington Management Funds (Luxembourg) III SICAV (the Fund). Nothing in this document should be interpreted as advice, nor is it a recommendation to buy or sell shares. Investment in the Fund may not be suitable for all investors. Any views expressed are those of the author at the time of writing and are subject to change without notice. Investors should carefully read the Key Facts Statement (KFS), Prospectus, and Hong Kong Covering Document for the Fund and the sub-fund(s) for details, including risk factors, before making an investment decision. Other relevant documents are the annual report (and semi-annual report).
Issued by Wellington Management Hong Kong Limited. Investment involves risk. Past performance is not indicative of future performance. This document has not been reviewed by the Securities and Futures Commission of Hong Kong.
